See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,186 | $138,044-39.7% | $125,339-33.6% | $134,475-38.1% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -18.18% | 750.33%-768.5pp | 572.05%-590.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $5,449 | $5,243+3.9% | $4,814+13.2% | $4,740+15.0% |
| Participant deferral / active EE | $11,473 | $7,799+47.1% | $7,446+54.1% | $6,400+79.3% |
| Admin fee / account holder | $2,289 | $11,571-80.2% | $10,010-77.1% | $11,426-80.0% |